Kula Investments’s Vistra VST Stock Holding History

Kula Investments’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40,906	Closed	-$949K	–	871
2022 Q4	$949K	Buy	+40,906	New	+$947K	0.28%	59

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kula Investments's VST Position: Q1 2023 in Review

Kula Investments sold out of Vistra (VST) in Q1 2023, closing a stake of 40,906 shares — an estimated $949K sold.

Kula Investments first reported a position in VST in Q4 2022 and held it in 1 quarter. The position peaked at $949K in Q4 2022. 427 funds tracked by Wall St. Rank hold VST as of Q1 2023.

Kula Investments reported no remaining Vistra position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 40,906 Vistra shares in Q1 2023, an estimated $949K.
Kula Investments first reported a position in Vistra in Q4 2022 and held it in 1 quarter.
Kula Investments's Vistra position peaked at $949K in Q4 2022.
427 funds tracked by Wall St. Rank held Vistra as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.